Whether you are an Australian not-for-profit entity, a charity, foundation, trust, entitlement fund, a High Net Worth individual or a Sophisticated Investor, we empower you to achieve your financial aspirations with confidence.
Partnervest Institutional is a dedicated solution for those looking to secure and enhance their investment portfolio, and is ideal for you if you are:
✔ An Australian not-for-profit entity, including a charity, foundation, trust and entitlement fund, High Net Worth individuals, or a SMSFs who qualifies as a Sophisticated Investor
✔ Seeking a professional and secure was to grow your assets
✔ Wanting to align with some of the world’s leading investment managers
✔ Looking to choose from a range of investment options
✔ Want to access expert guidance, regular face to face meetings, and access to tools in governance, risk profiling, liquidity management, and managing multiple accounts
What to expect from Partnervest Institutional
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Australian-Owned and Managed: with a focus on the unique needs of Australian investors. |
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Expert Investment Management: leveraging the expertise and global reach of Franklin Templeton, one of the world’s leading investment managers. Ensuring your investments are handled by experienced professionals with a deep understanding of global markets. |
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Diversified Investment Options: access to a broad range of investment options, including the Franklin Multi Asset Funds. These funds offer a diversified approach, investing across multiple asset classes to optimize returns while managing risk. |
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Tailored Solutions: investment solutions tailored to meet the diverse financial goals of institutional clients. Whether you are looking for growth, income or a balanced approach, there are options available to suit your needs and risk profile. |
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User-Friendly Platform: The online Investor Portal is easy to use, giving you control over managing your investments. You can choose to handle everything yourself or seek our assistance. |
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Professional Guidance: we are dedicated to fostering a long-term relationship with your union, providing helpful information and professional guidance throughout the investment journey. This support helps you make informed decisions and achieve your financial aspirations with confidence. |
Our Information Memorandum contains further details about Partnervest Institutional, highlighting key roles and responsibilities, features and benefits, fees and costs, and other key information.
Access the Information Memorandum here.
Our Approved Product List contains a list of the current investment options available.
Access the Approved Product List here.
Getting Started with Partnervest Institutional
Contact Serg Premier, for an in-depth discussion on how we can help, via:
Phone: 03 953 7310
Mobile: 0425 7646 7111
Email: serg.premier@partnervest.com.au
Alternatively,
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Register for access to the investor portal |
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Select the right investments for your goals |
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Open your account quickly and easily |
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Monitor your investment performance |
Or, complete our paper based Application Form.
Access the paper based Application Form here
Once registered, you will also be able to access the Information Memorandum and other key documents, via the Investor Portal and app.
Get Started (Coming Soon)